LifeMatters - Allstate · ©2013 Allstate Insurance Company. allstate.com 08/13 FIN2696 Let’s...

6
*Source: LIMRA and LIFE Foundation 2013 Insurance Barometer Study Almost half of Americans don’t have life insurance.* They may be unaware, think they can’t afford it or they simply don’t know who to turn to for help. Now is the time to educate customers about life insurance and let them know that you can help meet their protection needs. September is Life Insurance Awareness Month. It’s time to talk life. Because Life Matters. Watch how your peers make Life Matter . Retired NFL quarterback, current analyst for The NFL Today on CBS and co-host of Boomer and Carton on WFAN, has a passion for life insurance. He knows firsthand how life insurance would have made a difference in his life after his mother passed away when he was just seven years old. See Boomer's story and video at www.lifehappens.org/boomer FOR BROKER/DEALER OR AGENT USE ONLY – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material. ©2013 Allstate Insurance Company. allstate.com 08/13 FIN2696 Let’s Talk Life Former NFL star Boomer Esiason Talks Life Meet the 2013 LIAM Spokesperson That’s where we come in. LIAM 2013 SEPTEMBER 2013 Matters Life Talk to customers today because… Congrats to Chris Manfredi EA, New York First Time Ever, Allstate Agent Chosen for realLIFEstories Out of the thousands of compelling life insurance stories each year, the LIFE Foundation highlights five impactful stories to illustrate why it’s important for people to include life insurance in their financial plans. For the first time ever, one of Allstate's own, agent Chris Manfredi, was selected for his story. “It means a lot to me that my story was selected,” Manfredi said, “Don was not only my customer, he was my friend. I’m thankful that I was able to help him and his family by making sure he was covered.” Read Chris’ winning story to find out how he helped make sure life insurance made a meaningful difference for his friend, Don Wachtel and his family. Click here to view the realLIFEstories video. Shout out to Chris Manfredi Look for the Allstate “Babies” ad, featuring a special LIAM callout, in the September 2nd “celebrity babies” double issue of People magazine (on-sale August 23rd). Click here to view a PDF of the ad. Talking Life Getting Social Life Tactics Knowing Life LIAM Tools Chris Manfredi

Transcript of LifeMatters - Allstate · ©2013 Allstate Insurance Company. allstate.com 08/13 FIN2696 Let’s...

Page 1: LifeMatters - Allstate · ©2013 Allstate Insurance Company. allstate.com 08/13 FIN2696 Let’s Talk Life Former NFL star Boomer Esiason Talks Life Meet the 2013 LIAM Spokesperson

*Source: LIMRA and LIFE Foundation 2013 Insurance Barometer Study

LIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM ToolsLIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM Tools

Almost half of Americans don’t have life insurance.* They may be unaware, thinkthey can’t afford it or they simply don’t know who to turn to for help.

Now is the time to educate customers about life insuranceand let them know that you can help meet their protectionneeds. September is Life Insurance Awareness Month. It’stime to talk life. Because Life Matters.

Watch how your peers make Life Matter.

Retired NFL quarterback, current analyst for The NFL Today on CBS andco-host of Boomer and Carton on WFAN, has a passion for life insurance.He knows firsthand how life insurance would have made a difference inhis life after his mother passed away when he was just seven years old.See Boomer's story and video at www.lifehappens.org/boomer

FOR BROKER/DEALER OR AGENT USE ONLY – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.

©2013 Allstate Insurance Company. allstate.com 08/13

FIN2696

Let’s Talk Life

Former NFL star Boomer Esiason Talks LifeMeet the 2013 LIAM Spokesperson

That’s where we come in.

LIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM Tools

S E P T E M B E R 2 0 1 3 MattersLifeTalk to customers today because…

Congrats to Chris Manfredi EA, New YorkFirst Time Ever, Allstate Agent Chosen for realLIFEstories

Out of the thousands of compelling life insurance stories each year, the LIFE Foundation highlights five impactful stories to illustrate why it’s important for people to include life insurance in their financial plans. For the first time ever, one of Allstate's own, agent Chris Manfredi, was selected for his story.

“It means a lot to me that my story was selected,” Manfredi said, “Don was not only my customer, he was my friend. I’m thankful that I was able to help him and his family by making sure he was covered.”

Read Chris’ winning story to find out how he helped make sure life insurance made a meaningful difference for his friend, Don Wachtel and his family. Click here to view the realLIFEstories video.

Shout out to Chris Manfredi

Look for the Allstate “Babies” ad, featuring aspecial LIAM callout, inthe September 2nd“celebrity babies” doubleissue of People magazine(on-sale August 23rd).Click here to view a PDFof the ad.

Talking Life Getting Social Life Tactics Knowing LifeLIAM Tools

Chris Manfredi

Page 2: LifeMatters - Allstate · ©2013 Allstate Insurance Company. allstate.com 08/13 FIN2696 Let’s Talk Life Former NFL star Boomer Esiason Talks Life Meet the 2013 LIAM Spokesperson

LIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM ToolsLIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM Tools

Each September, the nonprofit organization Life and Health Insurance Foundation (LIFE) coordinates LIAM.Use this opportunity to leverage their campaigns and engage customers in conversations about life insurance.It’s time to talk Life

Life Matters. Share the LIFE Foundation’s realLIFEstories—including Allstate agent Chris Manfredi’s—and consumer flyers with your customers to help engage them in a discussion on life insurance.

FOR BROKER/DEALER OR AGENT USE ONLY – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.

©2013 Allstate Insurance Company. allstate.com 08/13

FIN2696

LIAM Tools 2013*

Use this link http://www.lifehappens.org/ and share a realLIFEstories video with customers. Simply include the links provided in an email or social media post.

To order realLIFEstories flyers (cobranded with Allstate),visit MOD via Agency Gateway

realLIFEstories flyers and videosLife can be unpredictable. These downloadableflyers are a lighthearted and relatable reminder toget customers thinking about life’s uncertaintiesand being prepared with life insurance.

Life Happens Flyers

No Time Customers too busy to talk life?Download LIAM Infosnacks, Info-graphics which visually communicate key life insurance facts.

Bright Idea!

Life Happens. Life’s Unpredictable... Link these two relatable concepts together forcustomers and communicate the need for life insurance with a Life Happens flyerand link to Allstate’s Life’s Unpredictable game:

www.myallstatefinancial.com/lifesunpredictable

LIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM ToolsLIAM 2013 Talking Life Getting Social Life Tactics Knowing Life

S E P T E M B E R 2 0 1 3 MattersLifeTalk to customers today because…

* The LIFE Foundation materials specified in this marketing toolkit have been pre-approved for use. Additional materials are available on lifehappens.org and may be suitable for use,but would need to be submitted through your regional compliance principal for approval.

Page 3: LifeMatters - Allstate · ©2013 Allstate Insurance Company. allstate.com 08/13 FIN2696 Let’s Talk Life Former NFL star Boomer Esiason Talks Life Meet the 2013 LIAM Spokesperson

*Source: Allstate Proprietary Research 2012

LIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM ToolsLIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM Tools

Before you can talk life, you have to know life. Check out the latest and greatest materials to Just Ask, have a LifeConversation or be on the wire with other agents via AgentWire. Of all the consumers who may be unaware,think they can’t afford it or simply don’t know who to turn to for help about life insurance, how many are Allstate customers?

BE THE ONE WHO CAN HELP CUSTOMERS. BE PREPARED TO TALK ABOUT LIFE BECAUSE LIFE MATTERS.

FOR BROKER/DEALER OR AGENT USE ONLY – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.

©2013 Allstate Insurance Company. allstate.com 08/13

FIN2696

Knowing Life

Bright Idea!

How do you segue from

a customer inquiry or

auto and homeowners

transaction to a

life conversation?

Review these flyers for

tips to help you talk

about life insurance

with customers.

Order on MOD via

Agency Gateway.

Ideas that help you Listen & Discuss

Small Changes, Bigger Sales (FIN2651)Sometimes the smallest changes you make bring the biggest results as proven byyour peers and customer research. Read this sales idea and get insights on howyou can sell more policies with greater customer satisfaction.

Life Conversation (FIN2628)Listen, Discuss, Propose, Close. Four simple steps can help you close nearly 10%more cases with 23% higher premium.* Use this sales idea to guide you through the process.

Agent WireSales Ideas from the street... Get the real sales scoop direct from your colleagues viaThe Agent Wire, where agents share their proven sales techniques and tips of thetrade. You just might discover the next big idea that helps you grow your business.Search "Wire" on Agency Gateway

Allstate Whole Life Advantage Producer Guide (FIN2545)Whole Life represents a huge market opportunity—the segment has grown over 50% since 2007. Review the Producer Guide so you’re ready to take advantage of the market opportunity and talk about Allstate Whole Life Advantage.

LIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM ToolsLIAM 2013 Talking Life Getting Social Life Tactics LIAM Tools

S E P T E M B E R 2 0 1 3 MattersLifeTalk to customers today because…

Small Changes, Bigger SalesFIN2651

Life ConversationFIN2628

Agent Wire Allstate Whole Life AdvantageProducer Guide FIN2545

Page 4: LifeMatters - Allstate · ©2013 Allstate Insurance Company. allstate.com 08/13 FIN2696 Let’s Talk Life Former NFL star Boomer Esiason Talks Life Meet the 2013 LIAM Spokesperson

LIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM ToolsLIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM Tools

You are the one who can help make customers aware of the need for life insurance. September is Life Insurance Awareness Month. It’s time to talk life... Because Life Matters.

Link your Life knowledge and expertise with consumer tools and open the door to talking Life with customers. Here’s how.

Life’s Unpredictable—Who said life insurance can’t be fun? Email this link to customers and start the life insurance discussion through a fun, interactive andthought provoking game. Follow-up with a phone call,letter or email to talk about life insurance.

LifeTrek— Customers journey to the life insurance product that’s right for them, based on their personalsituation and preferences. Email the link today so youcan discuss their protection needs!

FOR BROKER/DEALER OR AGENT USE ONLY – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.

©2013 Allstate Insurance Company. allstate.com 08/13

FIN2696

Talking Life

Consumer tools that help you Listen & Discuss

Animations, games, and traditional communications are at your fingertips to help educate customers aboutthe products that are right for them. Order on MOD via Agency Gateway or download links provided.

Whole Life Advantage Consumer Materials

Animation— Educate customers about Whole Life Advantage.

Target Markets, FIN2630— Do you know who the prime targets are for Whole LifeAdvantageSM and how to find them? Review this sales idea to find out.

Chronic Illness, Coming Soon— Chronic Illness is a problem in the US that’s projected to keep growing. The Whole Life Advantage Chronic Illness rider can help customers protect their futures by taking control of chronic illness costs iftheneed arises. Use this flyer to help explain the Chronic Illness Rider to customers.

TaG — Launch a direct mail campaign to your Whole Life targets with TaG. Choosefrom emails, letters and postcards or combine all three for an integrated campaign.Juvenile, Whole Life Advantage and Whole Life insurance pieces are all available viaTaG. Order via the TaG ordering process. Find TaG details on Gateway, search "TaG"

TrueTerm Consumer Materials

Animation— Educate customers about TrueTerm.

TrueTerm Sales Idea— Show customers how they can personalize protection andsave money with TrueTerm.

TaG — Target and Grow term prospects with the TrueTerm TaG materials

Consumer tools that help you Propose & Close

LIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM ToolsLIAM 2013 Getting Social Life Tactics Knowing LifeLIAM Tools

S E P T E M B E R 2 0 1 3 MattersLifeTalk to customers today because…

Life’s Unpredictable

Click here for more information onAllstate Whole life Advantage

Click here for more informationon TrueTerm

LifeTrek

Page 5: LifeMatters - Allstate · ©2013 Allstate Insurance Company. allstate.com 08/13 FIN2696 Let’s Talk Life Former NFL star Boomer Esiason Talks Life Meet the 2013 LIAM Spokesperson

*Source: Allstate Agency Gateway - 1/25/13: https://agencygateway.allstate.com/wps/myportal/ID/98814

LIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM ToolsLIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM Tools

Nearly half of all American adults are using online social networking to communicate,* on sites like LinkedIn, Facebook and Twitter. Connecting with customers via social media is easy with Hearsay, here’s how.

Visit the Allstate Hearsay page, a repository of approved and ready to use social media messaging, to seewhat is available for LIAM and life insurance in general.

Go to www.hearsaysocial.com for approved and ready to use social media messaging for LIAM and beyond.Once you're in Hearsay, click the top right "Sign In". It will prompt you through to Hearsay Social.

FOR BROKER/DEALER OR AGENT USE ONLY – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.

©2013 Allstate Insurance Company. allstate.com 08/13

FIN2696

Getting Social with Hearsay

LifeTrek is a great way to

start the life conversation

with customers. Use this

online tool to invite

customers to take a

personalized journey to the

right life insurance solution

based on their personal

situation and preferences.

LifeTrek

Over 350 MILLION people actively use Facebook. Half log onto Facebook on any given day.*

How many are Allstate customers?

64% OF TWITTER users are between ages 25 – 54.*

How many are Allstate customers?

LIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM ToolsLIAM 2013 Talking Life Life Tactics Knowing LifeLIAM Tools

S E P T E M B E R 2 0 1 3 MattersLifeTalk to customers today because…

Page 6: LifeMatters - Allstate · ©2013 Allstate Insurance Company. allstate.com 08/13 FIN2696 Let’s Talk Life Former NFL star Boomer Esiason Talks Life Meet the 2013 LIAM Spokesperson

PREPARE YOUR

AGENCY

PREPARE YOUR

AGENCY

CONNECTWITH

CUSTOMERS

CONNECTWITH

CUSTOMERS

GETSOCIAL

GETSOCIAL

LIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM ToolsLIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM Tools

FOR BROKER/DEALER OR AGENT USE ONLY – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.

©2013 Allstate Insurance Company. allstate.com 08/13

FIN2696

n Order Life insurance materials for your officeOrder the new life insurance poster, FIN2690*Order supply of Life Insurance Needs worksheet FIN1486-2Order a supply of realLIFEstories. Keep in office to handout to customers or mail

n Load the LIAM banner or alternative life insurance message options to your agency webpage

n Have a call party to prospect and create awareness for LIAM

n Order Postcard FIN1855 on POD for customer mailing

n Create a TaG mailing with suggested letters from Talking Life Tab

n Leverage mailing inserts available on POD- suggested inserts FIN1646-1 & D10305

n Leverage the approved social media posts via Hearsay

n Share the Whole Life Advantage videon Share the True Term videon Share the financial calculators

LIAM 2013 Talking Life Getting Social Life Tactics Knowing LifeLIAM ToolsLIAM 2013 Talking Life Getting SocialKnowing LifeLIAM Tools

S E P T E M B E R 2 0 1 3 MattersLifeTalk to customers today because…

* New life insurance poster, FIN2690 available September 1st.

Guarantees are based on the claims-paying ability of the issuing insurance company.

The Allstate Corporation, as parent, is not responsible for the debts and obligations of Allstate Life InsuranceCompany, Lincoln Benefit Life Insurance Company, American Heritage Life Insurance Company or Allstate LifeInsurance Company of New York.

Life insurance issued by Allstate Life Insurance Company: Northbrook, IL, Lincoln Benefit Life Company: Lincoln,NE, and American Heritage Life Insurance Company: Jacksonville, FL. In New York, life insurance issued by Allstate Life Insurance Company of New York: Hauppauge, NY.

If you have any questions concerning any processes, products, orders, or updates; your Allstate Financial InternalWholesaler is available at (800)856-0934.